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Oct 31, 2016

On this week’s show, The Wise Investor Group discussed about how history may not repeat, but it can rhyme and it's important to keep a long-term perspective given all the short-term noise. Additionally, they talked about the case for AT&T and Time-Warner as well as some thoughts on proposed merger. Also talked about...


Oct 26, 2016

On this week’s show, The Wise Investor Group discussed the 6 ways to pass on assets at death: Will, Titling, Beneficiary Designation, TOD/POD, Trust, and Intestacy. Discussed coordination of Titling, Wills/Trusts, and Beneficiary designations including issues that arise from misunderstanding the interplay of these...


Oct 24, 2016

On this week’s show, The Wise Investor Group discussed how studies show investors are expecting outsized, unreasonable market returns, but still want to be conservative. Investors are saying they want risk management, but aren't practicing. This feeds into the active vs. passive management debate and how the latter is...


Oct 19, 2016

On this week’s show, The Wise Investor Group talked about the optimistic outlook of BP's CEO, the 3rd quarter earnings from Harley Davidson. Additionally, discussed why they would sell some of their Proctor & Gamble, while considering a purchase of Abercrombie & Fitch. Join The Wise Investor Group each week as we...


Oct 17, 2016

On this week’s show, The Wise Investor Group discussed how, even though the broad market hasn't moved much, there's been volatility under the surface. Multiple industry groups have gone through internal bear markets. The most recent one may be unfolding in the defensive sectors with cyclicals looking more...